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2024-12-13 08:59:28

First, on 9 December, the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting pointed out that next year, we should implement a more active fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, strengthen unconventional countercyclical adjustment, lay a good policy "combination boxing", and improve the foresight, pertinence and effectiveness of macro-control.This counter-cyclical adjustment can also be understood as releasing water, which is more violent than before. Funds have keenly felt this information and entered the market one after another, leading to today's high opening.I believe that bigger and more lasting funds are still on the way.


Yesterday, I looked forward to this week's small goal in a small post. The Shanghai Stock Exchange hit 3600 points and stood firm at 3500 points. It seems that I am still conservative.In this way, in the bull market, it is more flexible and profitable than the Shanghai and Shenzhen 300 indexes.This counter-cyclical adjustment can also be understood as releasing water, which is more violent than before. Funds have keenly felt this information and entered the market one after another, leading to today's high opening.


Second, the yield of 10-year treasury bonds is less than 2%, and the 7-day annualized rate of the money fund is around 1.5%. This makes the dividend-paying big blue chips in the stock market more attractive for investment. The recent further decline in long-term interest rates will accelerate the transfer of deposits to the equity market. This will directly open up the upside of A shares.I believe that bigger and more lasting funds are still on the way.Second, the yield of 10-year treasury bonds is less than 2%, and the 7-day annualized rate of the money fund is around 1.5%. This makes the dividend-paying big blue chips in the stock market more attractive for investment. The recent further decline in long-term interest rates will accelerate the transfer of deposits to the equity market. This will directly open up the upside of A shares.

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